👉 Watch the replay: https://youtu.be/SkfB3HA9U8Q?si=eelSCpIbvKwYOlLq
Every accountant knows the truth: there’s no such thing as “off season” anymore. What used to be a sprint from January to April has become a year-round marathon of deadlines, client demands, and constant change. That’s why choosing the right tax preparation software isn’t just a technical decision — it’s a survival strategy.
Drake Software has built its reputation on one thing: making tax season simpler. For nearly four decades, it’s been the trusted backbone for firms of every size — from small-town practitioners to national operations. And according to longtime team member Bethany Virga, who’s been with Drake for over 25 years, that consistency comes down to one belief:
“Technology should work for you — not the other way around.”
Efficiency That Feels Effortless
Drake’s software is known for doing the heavy lifting behind the scenes, streamlining everything from onboarding to electronic filing. What sets it apart is its hands-on startup support — every user on its top-tier plans is paired with an onboarding team that personally helps set up and optimize their system.
“We don’t just hand you software and walk away,” Virga explained. “Someone from our team calls you, helps you install, configures the essentials, and makes sure you’re confident before tax season even starts.”
That personal touch has helped Drake maintain its industry-leading customer satisfaction ratings for decades.
A Fully Connected Tax Office
At its core, Drake is designed to keep everything — and everyone — connected.
- Paperless Document Management
The built-in paperless office replaces filing cabinets and manual folders with a digital archive and working cabinet. Every client gets an automatically generated folder where documents, PDFs, and prior-year returns can be stored and retrieved instantly.
- Client Portals That Work
Drake Portals make it easy for accountants and clients to share files securely, collect e-signatures, and exchange messages without email clutter. “You can run a virtual firm with clients in any state,” Virga said. “They upload documents, you prepare the return, and send it back for approval — all inside one secure ecosystem.”
- Scheduler and Client Status Manager
Drake’s appointment scheduler syncs with Google or Outlook calendars to eliminate double booking, while the client manager dashboard shows where every return stands — in progress, under review, accepted, or awaiting e-file. Color-coded statuses help preparers focus their day at a glance.
“The easier it is for you, the more productive you’ll be — and the more accurate your work becomes.”
Tools That Build Profit and Confidence
Beyond compliance, Drake gives firms tools to expand their value and increase revenue.
- Two-Year Tax Planner: Included at no cost, this feature helps accountants model future scenarios and advise clients proactively. “It’s not just about finishing the return,” Virga noted. “It’s about helping clients understand what’s coming next.”
- Drake Pay: A built-in payment processor that lets firms collect debit, credit, or ACH payments directly in the software — with no setup or monthly fees. Transactions are transparent, secure, and integrated.
- Multi-State Capability: Drake includes every state form by default. Accountants never have to turn away a new client because of geography.
Support That Sets the Standard
In an industry where downtime costs billable hours, Drake’s customer support stands out as the gold standard. Phone, chat, and email assistance are all handled in-house — no outsourcing, no long queues. Knowledge base articles and live training (many offering CPE credits) round out a full-circle support experience.
“If you’re ranked number one in support for 20 years straight,” Virga said, “you’re clearly doing something right.”
Watch the Replay
Missed the live session with Bethany Virga?
👉Drake Software: Tax Prep Workflow, Portals, and Payments | App Academy
Catch the full walkthrough of Drake Software’s latest tools, onboarding process, and insider tips for building a seamless tax workflow.
Drake isn’t just a tax program. It’s a complete workflow solution — from onboarding and document management to planning and payment collection — built for firms that refuse to settle for clunky, disconnected tools.
“You’re not in this alone,” Virga said. “Let us do the hard work. You just tell us what you need — and we’ll help you get there.”
To learn more or start a trial, visit www.DrakeSoftware.com or call 1-800-890-9500.
👉 Watch the replay: https://youtu.be/SkfB3HA9U8Q?si=eelSCpIbvKwYOlLq